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McCarron says that AMD’s share of the server space hit rock bottom at the beginning of 2017, with a mere 0.3 percent of shipments based on the prior Opterons. McCarron says that in the wake of the Epyc launch, AMD was able to garner around 1 percent share in the first quarter of 2018, and even though the second quarter still not done, he is forecasting that Epyc volumes are on a power of 2 ramp and will double every quarter for a while. AMD has been very clear that it hopes to exit 2018 with 5 percent shipment share and then build to a respectable double-digit share – that can be anywhere from 10 percent to 99 percent, of course – in the years after that. McCarron says that 5 percent by the end of 2018 is absolutely doable.
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“Our plan for the Naples-Rome-Milan roadmap was based on assumptions around Intel’s roadmap and our estimation of what would we do if we were Intel,” Norrod continues. “We thought deeply about what they are like, what they are not like, what their culture is and what their likely reactions are, and we planned against a very aggressive Intel roadmap, and I really Rome and Milan and what is after them against what we thought Intel could do. And then, we come to find out that they can’t do what we thought they might be able to. And so, we have an incredible opportunity. Rome was designed to compete favorably with “Ice Lake” Xeons, but it is not going to be competing against that chip. We are incredibly excited, and it is all coming together at one point. We have reintroduced ourselves to the market, gotten the initial traction and wins, we got the initial customer support, and we validated that AMD is a safe choice with an effective processor. With the Rome processor and process, we are going to be in an incredible position going forward.”